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Get Institutions for : 
Schwab Fundamental US Large Company ETF (FNDX)  
$65.86 0.04 (0.06%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 456    28
Total shares held : 
175,256,073  
% of shares held : 
14.99%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  104  
Amount of shares held : 
7,540,777  
% of shares held change : 
  0.64%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$55.67  
Last Quarter's Ending Price : 
$61.94  
Last Quarter's Average Price
$57.70  
Change from last quarter's     
avg. price to the last closing  : 
8.16 (14.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
58
 870,701
 0.5%
 
Increased Positions :
195
 7,269,553
 4.15%
 
Unchanged Positions :
84
 2,928,598
 1.67%
 
Decreased Positions :
119
-532,873
-0.3%
 
Closed Positions :
30
-66,604
-0.04%
 
Guru Positions :
1
3,944
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   CITADEL ADVISORS LLC 5615 *Closed 2023-12-31 0 $0 -11,751
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 1066 *Closed 2023-12-31 0 $0 -6,306
   Atlantic Private Wealth LLC 93 *Closed 2023-12-31 0 $0 -33
   Rockbridge Investment Management LCC 732 *Closed 2023-12-31 0 $0 -323
   Absolute Capital Management LLC *Closed 2024-03-31 0 $0 -78,500
   TOMPKINS FINANCIAL CORP 646 *Closed 2024-03-31 0 $0 -232
   THEORY FINANCIAL LLC 74 *Closed 2023-12-31 0 $0 -4,068
   FERGUSON WELLMAN CAPITAL MANAGEMENT INC 346 *Closed 2024-03-31 0 $0 -3,994
   Bogart Wealth LLC 1058 *Closed 2024-03-31 0 $0 -534
   Life Planning Partners Inc 101 *Closed 2024-03-31 0 $0 -134
   McClarren Financial Advisors Inc. 298 *Closed 2024-03-31 0 $0 -874
   FTB Advisors Inc. 2330 *Closed 2024-03-31 0 $0 -1,312
   McGlone Suttner Wealth Management Inc. 592 *Closed 2024-03-31 0 $0 -303
   Bradley & Co. Private Wealth Management LLC *Closed 2024-03-31 0 $0 -399
   Ronald Blue Trust Inc. *Closed 2024-03-31 0 $0 -2,208
   GLENMEDE TRUST CO NA 1333 *Closed 2023-12-31 0 $0 -194
   SRS Capital Advisors Inc. 1382 *Closed 2023-12-31 0 $0 -400
   Cutler Group LP 1213 *Closed 2024-03-31 0 $0 -400
   WEDBUSH MORGAN SECURITIES INC 1088 *Closed 2023-12-31 0 $0 -3,581
   Strategic Wealth Partners Ltd. 277 *Closed 2023-03-31 0 $0 -5,325
   Moss Adams Wealth Advisors LLC 160 *Closed 2023-12-31 0 $0 -200
   Clear Perspectives Financial Planning LLC 219 *Closed 2023-03-31 0 $0 -38
   MAIN STREET RESEARCH LLC *Closed 2024-03-31 0 $0 -4,576
   Beacon Capital Management LLC 1015 *Closed 2023-12-31 0 $0 -3,898
   Csenge Advisory Group *Closed 2024-03-31 0 $0 -4,823
   CHOATE INVESTMENT ADVISORS 425 *Closed 2023-12-31 0 $0 -489
   Sage Mountain Advisors LLC 414 *Closed 2024-03-31 0 $0 -80
   APCM Wealth Management for Individuals 136 *Closed 2024-03-31 0 $0 0
   Ulland Investment Advisors LLC 263 *Closed 2024-03-31 0 $0 -50
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 480 *Closed 2024-03-31 0 $0 -610
   IAMS WEALTH MANAGEMENT LLC 128 *Closed 2024-03-31 0 $0 -10,283
   Meridian Wealth Management LLC 529 *Closed 2024-03-31 0 $0 -39,753
   Claraphi Advisory Network LLC 225 *Closed 2022-12-31 0 $0 -4,865
   Impact Partnership Wealth LLC 1081 *Closed 2023-12-31 0 $0 -33
   Raleigh Capital Management Inc. 1073 *Closed 2023-12-31 0 $0 -34
   Ten Capital Wealth Advisors LLC 592 *Closed 2023-06-30 0 $0 -130
   H D Vest Advisory Services 1679 *Closed 2023-12-31 0 $0 -4,302
   BESSEMER GROUP INC 2317 *Closed 2023-12-31 0 $0 -4,068
   Consolidated Portfolio Review Corp 308 *Closed 2024-03-31 0 $0 -3,374

  39 Records found
  1    
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